Unito Two-Way Sync

Salesforce and Zendesk Integration: Deep, Bidirectional Sync

Enterprise-ready two-way sync across every work item, field, and relationship between Salesforce and Zendesk. No code required. Built for certified scale.

  • 4.5 on G2
  • SOC 2 Type 2

How teams connect Salesforce and Zendesk

Pick the setup closest to yours. Each one works with any native or custom Salesforce object.

  • Cases
    Items sync both ways between Salesforce and Zendesk
    Tickets

    Show support tickets on the customer record

    When a ticket is found in Zendesk, create a matching case in Salesforce and keep them in sync.

    Status and priority stay in sync, so account managers see each open Zendesk ticket as a Salesforce case before they call the customer.

  • Opportunities
    Items sync both ways between Salesforce and Zendesk
    Tickets

    Pass upgrade requests from support to sales

    When a ticket is found in Zendesk, create a matching opportunity in Salesforce and keep them in sync.

    Comments and attachments sync both ways, so account executives follow up on upgrades Zendesk agents spot, with the customer's own words on the opportunity.

  • Tasks
    Items sync both ways between Salesforce and Zendesk
    Tickets

    Give account owners a task for escalations

    When a ticket is found in Zendesk, create a matching task in Salesforce and keep them in sync.

    Status and comments sync both ways, so account owners track an escalated Zendesk ticket from Salesforce and leave notes the support agent sees on the ticket.

See every field Salesforce and Zendesk support

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Everything Unito syncs between Salesforce and Zendesk

Choose which tool creates new items and which way each field syncs, so Zendesk tickets can create Salesforce cases while status and priority update both ways. Set rules on field values to decide which tickets and cases sync.

Salesforce

Supported object types

  • Tasks
  • Cases
  • Contacts
  • Accounts
  • Leads
  • Opportunities
  • + All native & custom objects

Also syncs

  • Comments
  • Attachments
  • Subtasks
  • Hierarchies
  • Rich text

Supported fields

Two-way

  • Subject
  • Status
  • Priority
  • Due date
  • Attachments
  • Comment

One-way (read only)

  • Account
  • Related to
  • Is closed
  • Contact/lead
  • Last modified date
  • Created
  • URL




Zendesk

Supported object types

  • Tickets

Also syncs

  • Comments
  • Attachments
  • Problem and incident tickets
  • Rich text

Supported fields

Two-way

  • Subject
  • Status
  • Assignee
  • Priority
  • Due date
  • Tags
  • Attachment
  • Comment
  • Requester
  • Group
  • Collaborators
  • Email CCs
  • Followers
  • Problem
  • Ticket form

One-way (read only)

  • Submitter
  • Link to ticket
  • Ticket type
  • Ticket number
  • Created at
  • Updated at

Real-time data sync with full control, no coding required

Custom sync rules

Use intuitive rules (conditions or filters) to determine exactly what data to sync, such as case priority, ticket severity, account owner, brand, and more.

Deep field configurability

Configure your data flow field by field. Map any native or custom fields — including Salesforce custom fields and Zendesk ticket fields — and define flow direction for each, with item matching to prevent duplicates.

Full relationship support

Sync hierarchies and lookup fields across tools, keeping linked accounts, cases, contacts, and tickets fully intact across Salesforce and Zendesk.

Historical data sync

Sync historical records from any point in time, across even the largest datasets. Unito is purpose-built for enterprise-scale alignment across all your tools.

Comment & attachment support

Sync comments and attachments across Salesforce and Zendesk — including public replies and internal notes — so customer-facing teams and support agents always have full context, wherever they work.

Live data transformation

Transform data in real time with transformers to combine fields, convert HTML to text, extract values, or apply custom string logic through JSON settings.

Enterprise-grade sync without the enterprise-grade complexity

Most enterprise iPaaS platforms require certified architects to bridge Salesforce and Zendesk. Unito delivers the same enterprise-grade reliability with a UI any operator can drive.

Abstracted complexity

Connect Salesforce and Zendesk with an intuitive, out-of-the-box solution that allows for full configurability of your integration. No custom logic, scripting, or engineering-led setup required.
Abstracted complexity

Lower total cost of ownership

Most iPaaS tools drive up cost with long rollouts and heavy upkeep. Unito lowers TCO with fast time to value, and no specialized headcount to maintain or scale integrations.
Lower total cost of ownership

Scalability and resilience

Maintain real-time data consistency across datasets of any size. Unito's auto-scaling, intelligent API throttling and automatic recovery ensure uptime even during peak loads and tool downtimes.
Scalability and resilience
Abstracted complexity
Lower total cost of ownership
Scalability and resilience

Enterprise-grade control and reliability

Unito is designed to meet the highest standards of security and performance.

AICPA SOC 2 for Service Organizations

SOC 2 Type 2 certified

GDPR and California Consumer Privacy Act compliance

GDPR and CCPA compliant

  • SSO
  • Secure from end to end
  • Access controls and flow permissions
  • Centralized monitoring tools
  • No data stored by Unito

See how you can sync Salesforce and Zendesk with Unito

A working session with an integration specialist. Show us your Salesforce and Zendesk, and we'll show you what's possible.

What to expect

  • A 15-30 min call to assess your workflow and integration needs
  • A solutions overview of Unito’s sync platform
  • Hands-on help to get started and support your evaluation

Frequently asked questions about Salesforce and Zendesk

Can Zendesk tickets show on the matching Salesforce account?

Yes. Tickets sync as linked cases on the right Salesforce account. CSMs see open and recent tickets, status, and SLA without opening Zendesk.

Does the sync require Apex or Salesforce admin work for every change?

No. Field maps live in Unito’s UI. Adding or changing a field map does not require Apex, triggers, or a deployment. Per-flow control over direction and timing.

Do internal Zendesk notes stay private when synced to Salesforce?

Yes. Flow rules decide what syncs. Internal notes can stay only in Zendesk or sync to private case fields the customer portal does not surface.

Is this a true bidirectional sync between Salesforce and Zendesk, or one-way automation?

Bidirectional. Flow direction (which tool creates new items) and per-field direction are set separately, so Case Subject and Ticket Status, Assignee and Priority can update both ways. Webhook-enabled changes sync right away; others are polled at an interval.

Do custom fields map between Salesforce and Zendesk, and in which direction?

Yes. Zendesk custom fields such as Dropdown, Date, Numeric, Multi-select and Text map by type (Text to Text, Date to Date), and most can fall back to a Text field. Each mapping is one-way or two-way on its own; a few are forced one-way by tool limits.

Can I sync only some Zendesk tickets or Salesforce cases instead of everything?

Yes. Rules limit the sync to tickets or cases matching specific tags, assignees or statuses, and every condition on a rule must be met for an item to sync. Rules can also trigger actions, such as auto-assigning a synced item to a specific person.

Do comments and attachments carry across between Salesforce and Zendesk?

Yes. Comments and attachments are deep-sync features on both connectors, and Attachments is a two-way field on Salesforce Cases and Zendesk Tickets. For most connectors only new comments sync, not edits. They post under the flow builder’s account by default, with the original commenter’s name shown.

About Salesforce

Salesforce is the world's leading CRM platform, helping businesses manage customer relationships, sales pipelines, service cases, and marketing campaigns in one unified cloud environment.

Learn more about Unito's Salesforce integrations ↗

About Zendesk

Zendesk is a customer service platform that centralizes support tickets, live chat, and customer conversations across email, social, and messaging channels. Support teams use it to manage customer requests and maintain service quality at scale.

Learn more about Unito's Zendesk integrations ↗
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